Paces Ferry Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.92M Sell
2025
Q1
$2.8M Sell
2024
Q4
$3.13M Sell
2024
Q3
$3.12M Sell
2024
Q2
$2.9M Sell
2024
Q1
$3.12M Sell
2023
Q4
$4.48M Sell
2023
Q3
$3.95M Sell
2023
Q2
$4.19M Buy
2023
Q1
$3.74M Buy
2022
Q4
$3.36M Sell
2022
Q3
$3.31M Buy
2022
Q2
$3.32M Buy
2022
Q1
$3.92M Buy
2021
Q4
$4.05M Buy
2021
Q3
$3.47M Sell
2021
Q2
$3.71M Buy
2021
Q1
$3.45M Buy
2020
Q4
$2.77M Sell
2020
Q3
$2.13M Buy